JR, Ali and Guest Phil Surine Decoding the CMS Budget and What the Forecast Is Really Telling Us

On this episode, JR and Ali are joined by Phil Surine, President at Medkasa, who returns to unpack the latest CMS budget and forecast and what it all actually means for contractors trying to navigate a rapidly shifting landscape. With FY27 priorities coming into focus, Phil breaks down how past initiatives are resurfacing, where new investments are being made, and why not every big announcement translates into contract opportunities.

From AI and modernization to program integrity and public-private partnerships, this episode explores how CMS is approaching an all-of-the-above strategy and what that means for growth teams trying to align their pipelines. The discussion also dives into key forecast changes, including new opportunities, evolving contract vehicles, and the increasing complexity around major initiatives like the National Provider Directory and Claims Core.

Beyond the headlines, Phil offers practical insight into how to interpret these signals, where to look for real traction, and how to position for both near-term wins and long-term plays. If you’re trying to connect the dots between budget priorities, acquisition strategy, and actual opportunity, this conversation delivers the clarity you need to stay competitive.